COST icon

Costco

4,052 hedge funds and large institutions have $264B invested in Costco in 2025 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,548 increasing their positions, 1,641 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4% less capital invested

Capital invested by funds: $274B → $264B (-$10.5B)

6% less repeat investments, than reductions

Existing positions increased: 1,548 | Existing positions reduced: 1,641

22% less funds holding in top 10

Funds holding in top 10: 234183 (-51)

Holders
4,052
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
183
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.05B
Puts
$8.25B
Net Calls
Net Calls Change

Top Buyers

1 +$5.74B
2 +$1.46B
3 +$970M
4
VC
Vestor Capital
Illinois
+$876M
5
Renaissance Technologies
Renaissance Technologies
New York
+$616M

Top Sellers

1 -$1.14B
2 -$996M
3 -$563M
4
Jennison Associates
Jennison Associates
New York
-$541M
5
N
Nuveen
North Carolina
-$305M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
751
NBT Bank
New York
$12.5M
PF
752
Phoenix Financial
Israel
$12.5M
IIM
753
Ipswich Investment Management
Massachusetts
$12.5M
FFA
754
First Foundation Advisors
California
$12.4M
MA
755
Montag & Associates
Georgia
$12.4M
JWBC
756
J.W. Burns & Co
New York
$12.4M
IAM
757
Infusive Asset Management
New York
$12.3M
BFG
758
Berger Financial Group
Minnesota
$12.3M
RCM
759
Regency Capital Management
Hawaii
$12.2M
NMIMC
760
Northwestern Mutual Investment Management Company
Wisconsin
$12.2M
VCA
761
Verdence Capital Advisors
Maryland
$12.2M
SWA
762
Stratos Wealth Advisors
Ohio
$12.2M
RMAM
763
Raab & Moskowitz Asset Management
New Jersey
$12.2M
HCM
764
Hutner Capital Management
Vermont
$12.2M
BWM
765
Buckley Wealth Management
Nevada
$12.1M
PA
766
PFG Advisors
Arizona
$12.1M
IWC
767
Integrated Wealth Concepts
Massachusetts
$12.1M
VCM
768
Voleon Capital Management
California
$12.1M
VHAM
769
Van Hulzen Asset Management
California
$12.1M
VAS
770
Vestmark Advisory Solutions
Massachusetts
$12M
PWS
771
Peterson Wealth Services
Utah
$12M
SW
772
SteelPeak Wealth
California
$12M
GAB
773
German American Bancorp
Indiana
$11.9M
FFP
774
FourThought Financial Partners
Florida
$11.9M
DWM
775
Diversify Wealth Management
Utah
$11.9M